I don’t over analyse stocks much . I go by few parameters lis quality of promoters, debt level, growth of business, long term prospects and sectoral tailwind.
I wan to reduce my portfolio to say 20-25 but at times i find it hard to ignore quality stocks which has a bright future ahead.
So got into affle, route , ion exchange
Lastly I prefer mostly quality midcap stocks that’s y name like RIL, Titan, icici bank , asian paints, pidilite, ultratech cement , TCS , HCL , Airtel, are missing from my portfolio